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EngageSmart, Inc.

ESMTDelisted Jan 26, 2024
Industry
Services-Prepackaged Software
SEC CIK
0001863105

EngageSmart, Inc. was delisted on Jan 26, 2024; its insiders filed their last Form 4 on Jan 29, 2024; 149 institutions reported holding it in 13F filings for Q4 2023, worth $3.62B in total; no superinvestor held it.

Q2 2023 vs. Q1 2023

How the institutions holding EngageSmart, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of ESMT: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1451126−18
Shares153.3M23.4K155.0M+1.71M (+1.1%)
Value$2.95B$450.7K$2.96B+$7.83M (+0.3%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (13)

Institutions that held EngageSmart, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to ESMT in Q2 2023
InstitutionSharesValue% of portfolio
Nishkama Capital, LLC295,692$5.64M1.04%
Swiss National Bank108,800$2.08M0.00%
Credit Suisse AG49,858$951.8K0.00%
Teacher Retirement System of Texas27,350$522.0K0.00%
Principal Financial Group Inc15,221$290.6K0.00%
Keybank National Association15,005$286.4K0.00%
Arizona State Retirement System14,037$268.0K0.00%
Cipher Capital LP13,981$266.9K0.05%
State Board of Administration of Florida Retirement System13,800$263.4K0.00%
Balyasny Asset Management LLC11,632$222.1K0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)7,861$150.1K0.00%
Counterpoint Mutual Funds LLC6,861$131.0K0.12%
Allworth Financial LP18$3440.00%

Sold out (31)

Institutions that held EngageSmart, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of ESMT in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Jane Street Group, LLC375,506$7.23M
Cubist Systematic Strategies, LLC321,186$6.18M
Arrowstreet Capital, Limited Partnership243,995$4.70M
Prudential Financial Inc112,310$2.16M
SG Americas Securities, LLC107,042$2.06M
Monashee Investment Management LLC105,000$2.02M
Squarepoint Ops LLC95,471$1.84M
Qube Research & Technologies Ltd74,086$1.43M
D. E. Shaw & Co., Inc.60,490$1.16M
Russell Investments Group, Ltd.46,649$898.0K
Gsa Capital Partners LLP45,458$875.0K
G2 Investment Partners Management LLC45,000$866.3K
HRT Financial LP44,578$858.0K
HBK Investments L P40,000$770.0K
Seven Grand Managers, LLC40,000$770.0K
Healthcare of Ontario Pension Plan Trust Fund36,000$693.0K
Schonfeld Strategic Advisors LLC24,093$463.8K
Y-Intercept (Hong Kong) Ltd23,024$443.2K
Verition Fund Management LLC22,563$434.3K
Calamos Advisors LLC16,946$326.2K
Bayesian Capital Management, LP16,583$319.2K
Man Group plc–$294.0K
Boothbay Fund Management, LLC14,965$288.1K
Fox Run Management, L.L.C.13,632$262.4K
Susquehanna Fundamental Investments, LLC12,614$242.8K
Dynamic Technology Lab Private Ltd12,321$237.0K
Brookfield Asset Management Inc.11,137$214.4K
Point72 Middle East FZE5,843$112.5K
Parallel Advisors, LLC19$366
Ellevest, Inc.15$289
Steward Financial Group LLC7$0

Not filed for Q2 2023 yet (1)

Institutions that held EngageSmart, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ESMT in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC23,411$450.7K